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Trixbox PBX and Microsoft CRM integration

Call from CRM, call via CRM, call to CRM

What do we offer?
Integrate Microsoft Dynamics CRM with your PBX system.

Combine the leading PBX (private branch exchange) solutions trixbox or Asterisk with Microsoft Dynamics CRM to achieve the best CRM performance.

Asterisk or trixbox PBX and Microsoft Dynamics CRM integration

You will be able to:


  • Call to your customer directly from Microsoft Dynamics CRM by a single mouse click.
  • Automatically forward external phone calls from your customers to the Microsoft Dynamics CRM users assigned to them.
  • Pop-up the Microsoft Dynamics CRM form with information about the caller immediately before the call began.
  • Record all phone calls in Microsoft Dynamics CRM and listen them on demand.
  • Add Customer Data (for example balance) from Microsoft Dynamics CRM to Trixbox IVR menu

What benefits will my business get from this solution?


  • Cut cost – Use a machine to automate forwarding of incoming calls.
  • Increase service quality – Provide each client with the contact person they require.
  • Consolidate knowledge – Store the phone calls and share this information across the Enterprise.

What happens if you receive an Incoming Call?

Call in Microsoft Dynamics CRM, recorded from TrixBox PBX





How can you make a phone call from Microsoft Dynamics CRM?


Call from Microsoft Dynamics CRM

What do I need to have it?

  • Microsoft Dynamics CRM;
  • trixbox/asterisk PBX system;
  • Capability to make SIP calls or use soft- or hardphones.

Recommended hardphones

  • Aastra

  • Aastra 9112i
  • Aastra 9133i
  • Aastra 9480i
  • Aastra 9480iCT
  • Aastra 51i
  • Aastra 6757i
  • Aastra 57i CT
  • Aastra 53i
  • Aastra 55i

  • Polycom

  • Polycom IP 321/331
  • Polycom IP 501
  • Polycom IP 450
  • Polycom IP 550
  • Polycom IP 560
  • Polycom IP 601
  • Polycom IP 650
  • Polycom IP 4000
  • Polycom IP 6000

  • Grandstream

  • Grandstream BudgeTone 200
  • Grandstream GXP2000

Our integration solution supports:

  • trixbox CE/Pro v2.4
  • trixbox CE/Pro v2.6
  • trixbox CE/Pro v2.8
  • asterisk v1.6
  • any softphone that complies with SIP protocol;
  • and any standalone hardphone device that complies with SIP protocol standards.
    • For a list of officially recommended hardware for trixbox, please refer to this page
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